Mosaic Advisors’s Berkshire Hathaway Class B BRK.B Stock Holding History

Mosaic Advisors’s Portfolio BRK.B Stock Details BRK.B Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$258K	Hold	1,500	–	–	0.39%	39
2025 Q4	$316K	Buy	+1,500	New	+$746K	0.61%	25

Other funds holding BRK.B

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Mosaic Advisors's BRK.B Position: Q3 2023 in Review

Mosaic Advisors sold out of Berkshire Hathaway Class B (BRK.B) in Q3 2023, closing a stake of 802 shares — an estimated $273K sold.

Mosaic Advisors first reported a position in BRK.B in Q1 2021 and held it in 3 quarters. The position peaked at $273K in Q2 2023. 3,644 funds tracked by Wall St. Rank hold BRK.B as of Q3 2023.

Mosaic Advisors reported no remaining Berkshire Hathaway Class B position as of Q3 2023 after selling out during the quarter.
Mosaic Advisors sold 802 Berkshire Hathaway Class B shares in Q3 2023, an estimated $273K.
Mosaic Advisors first reported a position in Berkshire Hathaway Class B in Q1 2021 and held it in 3 quarters.
Mosaic Advisors's Berkshire Hathaway Class B position peaked at $273K in Q2 2023.
3,644 funds tracked by Wall St. Rank held Berkshire Hathaway Class B as of Q3 2023.

Based on Mosaic Advisors's 13F filing for Q3 2023, filed 26 Oct 2023.